Latest Institutional Transactions on Schwab Strategic Tr Us Dividen (SCHD)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr Us Dividen (SCHD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
7.34KNew |
$198K - $623K
|
7.34K
$204K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2M+ 192.69% |
$53.9M - $170M
|
3.04M
$84.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
6.36K+ 203.97% |
$171K - $541K
|
9.48K
$263K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
19.5K+ 209.95% |
$524K - $1.65M
|
28.7K
$798K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.85K+ 200.0% |
$49.8K - $157K
|
2.78K
$77K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
80.2K+ 198.77% |
$2.16M - $6.81M
|
121K
$3.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
5.78K+ 185.93% |
$156K - $491K
|
8.88K
$247K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
30.4K+ 167.21% |
$819K - $2.58M
|
48.6K
$1.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
134K+ 212.98% |
$3.62M - $11.4M
|
198K
$5.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
246K+ 224.47% |
$6.61M - $20.9M
|
355K
$9.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
8.98K+ 209.52% |
$242K - $763K
|
13.3K
$368K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
10.6KNew |
$286K - $902K
|
10.6K
$295K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
14.4K+ 170.18% |
$389K - $1.23M
|
22.9K
$636K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
13.2K+ 195.52% |
$356K - $1.12M
|
20K
$555K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
254K+ 209.28% |
$6.83M - $21.6M
|
375K
$10.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
658K+ 226.85% |
$17.7M - $55.9M
|
948K
$26.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
3.65KNew |
$98.4K - $310K
|
3.65K
$101K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
159K+ 211.47% |
$4.29M - $13.5M
|
235K
$6.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
7.21K+ 201.82% |
$194K - $612K
|
10.8K
$299K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
20.6K+ 294.16% |
$554K - $1.75M
|
27.5K
$764K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
6.43K+ 209.0% |
$173K - $546K
|
9.51K
$264K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
41.1K+ 197.96% |
$1.11M - $3.49M
|
61.9K
$1.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
9.59KNew |
$258K - $815K
|
9.59K
$266K
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
113K+ 219.47% |
$3.04M - $9.59M
|
164K
$4.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
8.81KNew |
$237K - $748K
|
8.81K
$244K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6.65K+ 237.83% |
$179K - $564K
|
9.44K
$262K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
5.27K+ 200.0% |
$142K - $448K
|
7.91K
$219K
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
BUY
|
- |
23.1K+ 200.0% |
$623K - $1.96M
|
34.7K
$963K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
47.6K+ 217.54% |
$1.28M - $4.04M
|
69.5K
$1.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
8.47K+ 250.09% |
$228K - $720K
|
11.9K
$329K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
76.9K+ 248.87% |
$2.07M - $6.53M
|
108K
$2.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
12.4K+ 200.34% |
$333K - $1.05M
|
18.5K
$514K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
43.6K+ 197.35% |
$1.18M - $3.71M
|
65.8K
$1.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
686K+ 184.0% |
$18.5M - $58.3M
|
1.06M
$29.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
222K+ 199.63% |
$5.97M - $18.8M
|
333K
$9.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
87.6K+ 204.88% |
$2.36M - $7.44M
|
130K
$3.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
15.7K+ 121.3% |
$424K - $1.34M
|
28.7K
$797K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.56K+ 340.29% |
$68.9K - $217K
|
3.31K
$91.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
22.3K+ 189.69% |
$599K - $1.89M
|
34K
$943K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
261K+ 214.89% |
$7.04M - $22.2M
|
383K
$10.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
192K+ 179.21% |
$5.16M - $16.3M
|
299K
$8.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
696K+ 207.61% |
$18.7M - $59.1M
|
1.03M
$28.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
65.2K+ 264.06% |
$1.76M - $5.54M
|
89.9K
$2.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
269K+ 216.1% |
$7.24M - $22.8M
|
393K
$10.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
537K+ 192.77% |
$14.5M - $45.6M
|
816K
$22.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
15.3K+ 210.27% |
$412K - $1.3M
|
22.6K
$626K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
8.94K+ 195.9% |
$241K - $759K
|
13.5K
$375K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
45New |
$1.21K - $3.82K
|
45
$1.25K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.52K+ 199.87% |
$41K - $129K
|
2.29K
$63.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
346K+ 240.57% |
$9.31M - $29.4M
|
489K
$13.6M
|